HighTower Advisors
ALU

HighTower Advisors’s Alcatel-Lucent ALU Stock Holding History

HighTower Advisors’s Portfolio ALU Stock Details ALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-68,279
Closed -$253K – 2257
2015
Q4 		$253K Sell
68,279
-30,083
-31% -$116K ﹤0.01% 1652
2015
Q3 		$348K Buy
+98,362
New +$344K ﹤0.01% 1383
2015
Q2 		– Sell
-31,939
Closed -$119K – 1821
2015
Q1 		$119K Buy
31,939
+1,758
+6% +$6.46K ﹤0.01% 1493
2014
Q4 		$107K Buy
30,181
+3,236
+12% +$10.1K ﹤0.01% 1471
2014
Q3 		$82K Sell
26,945
-199
-0.7% -$679 ﹤0.01% 1439
2014
Q2 		$97K Buy
27,144
+1,677
+7% +$6.47K ﹤0.01% 1477
2014
Q1 		$99K Sell
25,467
-16,175
-39% -$67.1K ﹤0.01% 1384
2013
Q4 		$183K Buy
41,642
+3,339
+9% +$13.1K ﹤0.01% 1327
2013
Q3 		$130K Sell
38,303
-789
-2% -$2.02K ﹤0.01% 1201
2013
Q2 		$68K Buy
+39,092
New +$58.4K ﹤0.01% 1202

Other funds holding ALU

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

HighTower Advisors's ALU Position: Q1 2016 in Review

HighTower Advisors sold out of Alcatel-Lucent (ALU) in Q1 2016, closing a stake of 68,279 shares — an estimated $253K sold.

HighTower Advisors first reported a position in ALU in Q2 2013 and held it in 10 quarters. The position peaked at $348K in Q3 2015. 62 funds tracked by Wall St. Rank hold ALU as of Q1 2016.

  • HighTower Advisors reported no remaining Alcatel-Lucent position as of Q1 2016 after selling out during the quarter.
  • HighTower Advisors sold 68,279 Alcatel-Lucent shares in Q1 2016, an estimated $253K.
  • HighTower Advisors first reported a position in Alcatel-Lucent in Q2 2013 and held it in 10 quarters.
  • HighTower Advisors's Alcatel-Lucent position peaked at $348K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held Alcatel-Lucent as of Q1 2016.

Based on HighTower Advisors's 13F filing for Q1 2016, filed 16 May 2016.